$300MM AUM | $2.8MM GDC in Waltham, MA

Market
Advisor
Member Level
Lite
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Waltham, MA, US
Fee 0% Commission 100%
Gross Revenue
$2,800,000.00
# of Accounts
800
Avg Client Age
65
Overview

A team of Certified Financial Planners 100% devoted to Wealth Management with discretion based money management.

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